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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIMCA
1826
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.18M -$79.7M -262,750 -93%
WPA
1827
Winning Points Advisors
Florida
$6.18M -$38.8K -128 -0.6%
VWM
1828
Vertrix Wealth Management
Michigan
$6.17M +$6.37M +20,986 New
SIM
1829
Studio Investment Management
Illinois
$6.17M -$57.1K -188 -0.9%
IAS
1830
IMA Advisory Services
Colorado
$6.16M -$207K -683 -3%
PWA
1831
Providence Wealth Advisors
Illinois
$6.15M -$13.1K -43 -0.2%
SLT
1832
St Louis Trust
Missouri
$6.15M +$359K +1,182 +6%
NG
1833
Novem Group
New York
$6.14M +$32.8K +108 +0.5%
PMA
1834
Prudent Man Advisors
Illinois
$6.13M +$2.24M +7,388 +55%
SFA
1835
Souders Financial Advisors
Ohio
$6.13M -$607 -2 -0%
EWM
1836
EPG Wealth Management
Georgia
$6.12M +$47K +155 +0.8%
O
1837
Ossiam
France
$6.12M -$8.08M -26,615 -56%
CW
1838
Channel Wealth
California
$6.12M +$472K +1,556 +8%
SAM
1839
Sycomore Asset Management
France
$6.12M – – –
MGWM
1840
Marks Group Wealth Management
Minnesota
$6.12M +$739K +2,434 +13%
CCWA
1841
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.11M +$639K +2,106 +11%
TPM
1842
Triasima Portfolio Management
Quebec, Canada
$6.11M -$3.32M -10,954 -35%
AA
1843
ALPS Advisors
Colorado
$6.1M -$510K -1,680 -7%
GD
1844
Grandfield & Dodd
New York
$6.1M -$320K -1,053 -5%
ZIG
1845
Zullo Investment Group
Pennsylvania
$6.1M +$60.1K +198 +1%
BB
1846
Bell Bank
North Dakota
$6.09M +$173K +569 +3%
OFS
1847
OneAscent Financial Services
Alabama
$6.09M +$3.61M +11,896 +135%
SWM
1848
SeaCrest Wealth Management
New York
$6.08M -$331K -1,090 -5%
WA
1849
Wasatch Advisors
Utah
$6.08M +$303K +1,000 +5%
WIM
1850
Wittenberg Investment Management
Massachusetts
$6.05M -$30.3K -100 -0.5%
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74
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